Nine Ten Capital Management LLC 13F holdings, Q2 2025
Holdings as of June 30, 2025 · filings on SEC EDGAR · latest filing →
Nine Ten Capital Management LLC disclosed 9 US equity positions worth $336.1m in its Q2 2025 13F filing. The largest position was MGNI at 20.5% of the reported book, followed by IRMD and AGYS. Against the Q1 2025 filing, it opened 0 new positions, added to 4 and reduced 1 among the top 9 holdings.
What did Nine Ten Capital Management LLC own in Q2 2025? Top 9 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2025 |
|---|---|---|---|---|---|---|---|
| 1 | MGNI MAGNITE INC | Communication Services | 20.5% | $68.9m | 2,858,583 | 5% | added |
| 2 | IRMD IRADIMED CORP | Healthcare | 15.5% | $52.1m | 872,003 | 0% | held |
| 3 | AGYS AGILYSYS INC | Technology | 12.4% | $41.6m | 363,239 | 21% | added |
| 4 | SNEX STONEX GROUP INC | Financial Services | 12.0% | $40.5m | 443,986 | -13% | reduced |
| 5 | CLBT CELLEBRITE DI LTD | Technology | 10.1% | $33.9m | 2,121,534 | 6% | added |
| 6 | SAPIENS INTL CORP N V | 10.0% | $33.6m | 1,149,230 | 0% | held | |
| 7 | WINA WINMARK CORP | Consumer Cyclical | 9.4% | $31.7m | 83,900 | 0% | held |
| 8 | GPGI COMPOSECURE INC | Industrials | 8.8% | $29.5m | 2,094,005 | 21% | added |
| 9 | RHLD RESOLUTE HLDGS MGMT INC | 1.2% | $4.2m | 131,196 | 0% | held |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.